Rathbones - Sheffield Reviews 17

I have been dealing with Rathbones, and more specifically the senior investment director Jason Hallam, over the last 2 years while I have been acting for my godparents firstly as POA and sadly then in the capacity as one of their executors. Jason and Rathbones have been very easy to deal with. They have been both extremely proactive and have dealt with all matters very promptly, making my role as POA and then as executor much easier. I have had every confidence in them throughout.

We have been dealing with Jason Hallam and Laura Atkins for over six years. We value their advice, support and expertise, but above all their ability to clearly explain, analyse and summarise investment products and strategies. It is a pleasure dealing with both Jason and Laura, and we feel in very safe hands.

All my dealings with Sam and Laura over the last 4 years have been well organised, thoughtful, pleasant and fitting for my circumstances. My late husband had always dealt with financial matters, but now I feel better informed and can confidently recommend Rathbones.

My knowledge of financial management has been minimal and in Sam Olly I have found someone I trust completely and have complete confidence in his competence and integrity. He is always accessible and answers my questions with clarity and understanding of my limits. He also listens carefully and has gained an understanding of my family dynamics and the need for planning my future and the impact of those plans on my children. My son sums him up “Mum you’re in good hands”.

Sam Olley and his team in Sheffield do a magnificent job looking after our investments. Communication is easy and replies are very prompt. We always look forward to our meetings with Sam to find out what has been happening with the markets, and discussing the best way forward to manage our finances with Rathbones (formerly Investec).
Highly recommended.

Our family have been clients of the Sheffield office of Rathbones and it's predecessors, including Investec and BWD Rensburg, for about 40 years. Recently and for a number of years Rob Travis has been our advisor. He demonstrates a very experienced and level-headed approach. Throughout he has given advice that is solid, very well informed and reasoned and most important has been productive. He has been very pro-active, drawing our attention to factors that affect us in particular. He has the support of an experienced and ever-helpful office team. The result is that our financial situation has always been in excellent hands.

Rob Travis, Jade Ryalls and the team are really exceptional in their knowledge, communication and expertise. Nothing is ever too much trouble. They provide timely replies to emails and phone calls - any queries are dealt with swiftly and I would be in no doubt at all to recommend them to anyone.
Rob and the team provide personal, tailored information which is really useful when keeping track.

Rob Travis and Laura Atkins, supported by their excellent team provide bespoke holistic financial planning in a unique and friendly manner.

Rob and the team give excellent advice and service. If you are not already with Rathbones I would highly recommend them.

Rob Travis and his team have looked after our affairs since I retired. I particularly like their quiet sensible approach to all matters financial yet they keep in touch without overdoing it or over complicating matters.

I’ve been a client for nearly two decades and throughout that time the service has been consistently excellent. What really stands out is the personal approach: I’ve never felt like just another client.

Rob and the Sheffield team have always been approachable, knowledgeable and proactive, taking the time to understand what matters to me and offering clear, considered advice. It’s a relationship built on trust, and one I value greatly.

My husband and I find that Darren Findlay and Jason Hallam provide us really helpful financial advice. They explain things in ways that we can understand and always provide reasons for their advice. Their knowledge and experience is very helpful in guiding our decisions.

I am highly satisfied with Rathbones after transferring from another provider which was underperforming. Jason Hallam is my wealth manager. I can highly recommend him. He is very approachable, very professional explaining everything clearly during regular reviews. He has tailored my portfolio according to my circumstances and he replies promptly to any phone or email enquiries that l may have.

I have been a customer of Rathbones Sheffield for many years. When my husband died 13 years ago I had no idea how to deal with our investments, but I had no need to worry, because I have been looked after with great care and consideration. I have always received the very best advice. My current Rathbones agent is Sam Olley, who has become one of my very favourite people! He always lays out my options clearly and thoughtfully during our annual meeting in the comfort of my own home.
I can’t praise Rathbones too highly.

Whilst relatively new to Rathbones, the transition from Investec to Rathbones has been seamless and I have every confidence that the first rate support and guidance I have received from Jason and Darren is sure to continue.

Andrew Ryde has been a great support and help in planning and advising on our situation going forward.
He is easy to talk to and understandable, not too much "financial speak".

I’ve been with Rathbones for a year now and my advisor Laura has been extremely helpful. She explains everything very clearly and concisely.
I never feel rushed and feel I’m very safe hands.